Openscreen integration with Follow Up Boss
How to Add new Openscreen contacts to Follow Up Boss
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Openscreen contacts to Follow Up Boss" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Openscreen integrations
Openscreen actions
Nekton can use any feature that is available in Openscreen API.
Using our advanced AI, you can easily create custom automations for Openscreen.
Here are some typical actions you can do in your automated workflows.
New Contact in Account
Triggers when a new Contact is added to an Account.
New Contact in Project
Triggers when a new Contact is added to a Project.
New Contact in Asset
Triggers when a new Contact is added to an Asset.
About Openscreen
Openscreen transforms supply chain, e-commerce, and customer engagement processes with end-to-end QR Code enabled solutions.